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Ledgersync

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Automatically Fetch All Your Client's Financial Information On A Unified Dashboard.

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Transaction & Statement Automation for the Accounting Industry

Multiple Accounting Software Apps All Rolled Into One

Ledgersync automatically fetches all your client's financial information on a unified dashboard.

  • Transactions
  • Statements
  • Check Images
  • Deposit Detail Images



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Real Accounting Automation- Work Smarter With Ledgersync

Imagine automating your bookkeeping by creating one set of rules across all your clients even if they have different Ledgers.  The Ledgersync Rules Engine is hyper flexible allowing you to create rules that categorizes client transactions at company level or client level.


  • ​​Create Global Rules or Client Specific Rules Only Once.
  • The Rules Apply To All Your Client Transactions Instantly
  • Work Across All Your Clients By Date, By Description, By Vendor, By Category From One Web Page.
  • Sync All  Client Categorized Transactions Across All Your Clients To QBO
  • The More Global Rules You Create The Less Work You Have​.
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Why LEDGERSYNC!!

One Place for All Your Client's Financial Data

✓    Auto Fetch Your Client, Bank Transactions Statements, And Check/Deposit Images

✓    Convert Bank Statements to Excel

✓    Text Clients To Clarify Unclear Bank Transactions

✓    Sync Statement And Checks To The Cloud

✓    Integration With QBO

✓    Real Accounting Automation With The Global Rules Engine

Connect with more than 10000 Financial Institutions

Ledgersync has entered into a strategic partnership with Mastercard, a move that significantly enhances the platform’s ability to provide seamless access to a larger number of financial institutions than any other accounting platform currently available in the market.

This collaboration extends the reach of Ledgersync’s services, enabling users to easily connect and integrate with a wide variety of financial products and services. These include:
✓   Checking accounts, allowing for the effortless management of day-to-day financial transactionsChecking accounts, allowing for the effortless management of day-to-day financial transactions
✓   Savings accounts, providing users with tools to track and manage their savings effectively
✓   Credit card accounts, enabling integration with users' credit card data for streamlined financial tracking Credit card accounts, enabling integration with users' credit card data for streamlined financial tracking
✓   Loan accounts, allowing for better oversight and management of loan-related information. Loan accounts, allowing for better oversight and management of loan-related information.
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This partnership not only strengthens Ledgersync's offering but also empowers users with access to an extensive range of financial institutions and services, making it easier for businesses and individuals alike to manage their accounting and financial data in one unified platform.

Ledgersync Features


​Running Balance at a Glance

Easily verify all information is up to date across your connected accounts including your current account balances.
Reconcile your accounts throughout the month.


​Transactions Table

Easily work with your transactions in Ledgersync's Bank Feeds with our advanced filtering system.
Download transactions and import into any accounting platform with our range of export file types:


​Statement Fetching

Stop wasting time every month logging in and out of bank portals collecting all your client's bank statements.​
Ledgersync will automatically fetch all your statements every month for you as soon as they become available!

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​Check & Deposit Images

You can edit text on your website by double clicking on a text box on your website. Alternatively, when you select a text box a settings menu will appear. your website by double clicking on a text box on your website. Alternatively, when you select a text box.

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Ledgersync is Platform Agnostic

Ledgersync allows you to download your transactions in the most commonly used file types. This allows us to work with multiple accounting platforms and cloud storage applications.